Brick-and-Mortar Decline And Sephora Rollout Will Redefine Retail Outlook

Kohl’s analyst price target has been raised from $10.07 to $14.28 as improved Q2 results, tighter expense and inventory management, and the rollout of additional self-help initiatives have led to better-than-expected profitability and signs of operational stabilization, despite ongoing sector challenges. Analyst Commentary Improved Q2 results exceeded expectations, with guidance raised and signs of sales trend stabilization, though overall sales remain weak.

Kohl's consensus analyst price target has been revised upward to $10.07, reflecting a notable increase in future P/E expectations despite a decline in net profit margin. What's in the News Kohl's stock experienced a surge of over 33-38% in late July 2025, driven by increased retail investor activity and social media-fueled "meme stock" dynamics, particularly due to high short interest (Forbes, Bloomberg).

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased profit margin from 1.3% to 1.7% and decreased future PE multiple from 8.9x to 6.8x.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased profit margin from 1.5% to 1.3%.

AnalystConsensusTarget has increased revenue growth from -4.5% to -5.0% and decreased profit margin from 2.0% to 1.5%.

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.